StockDriftsStockDriftsTop 50 JSF Financial, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 16.3% | 127.3K | $83.1M | +2.23%(+2.78K) | $336.14(+122.66%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 11.17% | 671.7K | $57.0M | +80.79%(+300.18K) | $79.64(+12.91%) | 2026-03-31 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 8.38% | 1.06M | $42.8M | +21.76%(+190.08K) | $36.90(+26.10%) | 2026-03-31 | |
| SDVY | FIRST TR EXCHANGE TRADED FD | 6.89% | 891.6K | $35.2M | +55.10%(+316.76K) | $38.42(+12.34%) | 2026-03-31 | |
| IWX | ISHARES TR | 5.08% | 279.8K | $25.9M | +1.99%(+5.46K) | $81.20(+32.33%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.12% | 82.9K | $21.0M | -1.73%(-1.46K) | $107.01(+188.40%) | 2026-03-31 | |
| IWY | ISHARES TR | 3.85% | 78.9K | $19.6M | +13.16%(+9.17K) | $191.49(+47.99%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 3.72% | 215.2K | $19.0M | -6.41%(-14.73K) | $63.70(+21.68%) | 2026-03-31 | |
| STIP | ISHARES TR | 2.9% | 143.0K | $14.8M | -34.11%(-74.00K) | $102.02(-0.77%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 2.69% | 23.8K | $13.7M | -2.56%(-623) | $224.47(+217.46%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.51% | +46.24% |
| Top 20 Holdings Unweighted | +12.36% | +41.84% |
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